Free Financial Assessment for Firefighters

Limited time offer for a stress-free future

For a Limited Time

We're offering a free financial assessment to all firefighters who sign up using the link below. This assessment is designed to help you understand your current financial situation, identify areas for improvement, and create a roadmap for achieving your financial goals.

How It Works

  1. Download the invitation-only ElementsĀ® financial monitoring app for free.

  2. Fill out your information and answer a few simple questions to populate your scorecard.

  3. Receive your personalized 2-4 minute financial assessment video with insights on what you're doing well and opportunities for improvement.

  4. Take the first step towards financial freedom as a firefighter with Carlson Planning Company.

Ready to begin? Sign up now for your free financial assessment.

Why Choose Carlson Planning Company for Your Financial Needs?

Expertise in Firefighter Finances

At Carlson Planning Company, we specialize in working with firefighters and their families. We understand the unique financial challenges that come with being a firefighter, including irregular schedules, unpredictable income, and high-stress work environments. Our team has extensive experience in creating financial plans that address these challenges and help firefighters achieve their goals.

Personalized Approach

We believe that every firefighter's financial situation is unique, which is why we offer personalized financial planning services tailored to their specific needs. Our team takes the time to understand each client's goals, values, and financial situation before creating a customized plan that is designed to help them achieve their objectives.

Comprehensive Financial Planning

Our financial planning services cover a wide range of areas, including retirement planning, investment management, tax planning, insurance planning, and more. We take a holistic approach to financial planning, considering all aspects of a client's financial situation to create a comprehensive plan that takes into account their short-term and long-term goals.

Transparent and Client-Focused

At Carlson Planning Company, we are committed to providing transparent and client-focused services. We believe that financial planning should be accessible and easy to understand, which is why we take the time to explain complex financial concepts in a way that is easy for our clients to understand. We also prioritize clear communication and responsiveness, ensuring that our clients always feel informed and supported throughout the financial planning process.


Our ultimate goal is to help firefighters achieve financial freedom and security. We measure our success by the success of our clients, which is why we are committed to delivering results-oriented financial planning services that help our clients achieve their goals.

Subscribe to our

Monthly Newsletter

Join our firefighter community. Subscribe to our financial newsletter.

Carlson Planning Company, LLC is an investment advisor registered and domiciled in Massachusetts.

Financial Planning for Firefighters.

Disclosures, Form CRS, Privacy Policy

Facebook icon
Instagram icon
Twitter icon
LinkedIn icon
YouTube icon

Ā© 2023 Carlson Planning Company, LLC

Intuit Mailchimp logo